Comprehensive Reporting & Analytics Platform for Healthcare
From financial performance to patient behavior, CRM analytics to inventory tracking — visualize all your clinic data with real-time reports. 40+ ready reports, complete data transparency.
From Scattered Data To a Centralized Reporting Platform
Common Problems
- Financial data is kept in separate Excel files, making integrated analysis impossible
- No visibility into which services sell most or which staff generate the most revenue
- Patient loyalty and return rates can't be measured, lost patients go unnoticed
- Actual conversion performance of ad campaigns can't be tracked
- Inventory levels and product consumption rates can't be monitored in real-time
- Form and survey responses can't be analyzed, patient satisfaction can't be measured
- Staff commission calculations are done manually, prone to errors
Estesoft Solutions
- All financial data on one platform — sales, revenue, expense and commission reports updated in real-time
- Detailed sales volume and performance reports by service, product, package and staff
- Patient behavior made visible through loyalty tracking, last visit analysis and referral source analytics
- CRM trend reports, rep performance and ad analytics measure campaign ROI
- Inventory levels and package usage status reported in real-time
- Form completion rates, response analytics and survey results reported automatically
- Automatic commission calculation and staff-level revenue reports for transparent performance tracking
Comprehensive Report Library
Make data-driven decisions with 40+ ready reports covering every area of your clinic. From finance to CRM, patients to inventory — everything on one platform.
Financial Reports
Sales Report
Detailed sales analysis by date, staff, service and payment method
Service Sales Volumes
Track how much each service is sold on a periodic basis
Product Sales Volumes
Analyze product-level sales quantities and trends
Package Sales Volumes
Track package sales and identify the most popular packages
Revenue Report
Detailed revenue analysis by staff, service and period
Cross-Sell Report
Discover sales opportunities by analyzing services and products sold together
Sales Price Comparison
Compare list prices with actual sales prices, measure the impact of discounts
Commission Report
Automatic staff-level commission calculation and performance tracking
Deposit Report
Detailed tracking and reporting of deposits and advance payments received
Quotation Report
Track the status, conversion rates and total value of given quotations
Patient Reports
Patient Loyalty Report
Measure patient repeat visit rates and loyalty levels
Patient Performance Report
Patient-level revenue, visit frequency and service preference analysis
Referral Source Performance
Measure how many patients each referral source brings
Referred Patient Performance
Analyze conversion and revenue performance of referred patients
Patient Points Report
Track patient point accumulation and usage within the loyalty program
Patient Last Visit Report
Identify patients who haven't visited in a long time, plan win-back campaigns
Patient Arrival Report
Track arrival dates and plans of international patients
Patient Accommodation Report
Report on accommodation processes of medical tourism patients
Appointment & Treatment Reports
Assistant Staff Role Report
Track workload and performance of assistant staff involved in treatments
Treatment Card Report
Detailed breakdown of patient treatment cards and treatment history analysis
System & Operations Reports
Treatment Tracking Report
Monitor the status of ongoing and completed treatments
Package Tracking Report
Track usage status and remaining session information of sold packages
Inventory Report
Monitor product stock levels, consumption rates and critical stock alerts
Security Report
Audit system access logs, user activities and security events
Trend Report
Analyze the clinic's overall performance trends on a periodic basis
Form & Survey Reports
Completed Forms & Surveys Report
Report on forms and surveys filled out by patients by date, type and patient
Sent Forms & Surveys Report
Track delivery status of forms and surveys sent to patients
Form Response Analysis
Statistically analyze survey results, measure patient satisfaction
SMS & Email Reports
Sent Messages Report
View SMS and email sending history, delivery status and cost analysis
Unsubscribe Report
List and analyze patients who have unsubscribed from SMS
CRM Reports
CRM Trend Report
Monitor lead volume, conversion rates and pipeline trends on a periodic basis
Rep & Segment Status Report
View each rep's current lead distribution and segment-level status
Rep Segment Report
Analyze reps' segment-level performance and lead management effectiveness
Rep Referral Report
Compare rep performance by referral sources
Facebook Ad Analysis
Analyze lead and conversion performance of Facebook ad campaigns in detail
Rep Action Times
Measure reps' response and action times to leads, identify bottlenecks
Personal Reports
My Revenue Report
View your own revenue performance as the logged-in staff member
My Sales Report
Track your own sales details and performance as the logged-in staff member
WhatsApp Reports
Chat Analysis Report
Analyze WhatsApp conversation volume, response times and rep performance
How It Works
From data to insight, full control at every step
Sales, appointment, patient and CRM data is collected automatically
Data is processed in real-time and reflected in reports
Choose from 40+ ready report templates and filter to suit your needs
Start Transforming Your Healthcare Practice Today
An AI-powered platform for healthcare providers of all sizes — secure, GDPR-compliant, and ready to scale with your practice.